Jonathan Dockery is a financial advisor at LeConte Wealth Management, LLC, holding a Series 65 designation with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he provides accounting and tax preparation services, dedicating 15% of his professional time to this practice. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and customized portfolios tailored to client objectives.

Joseph Bedford is a financial advisor at Sovereign Financial Group, Inc. in Knoxville, TN. He holds a Series 65 designation and has experience in tax accounting and advisory services through his roles at Your Back Office Accounting and Strategic Resource Alliance. Prior to his current advisory role, he worked at Intuit Inc. and Pellissippi State Community College. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

William Eichhorn is a financial advisor at Rather & Kittrell, Inc. with 21 years of industry experience. He has been with Rather & Kittrell since 2005 and previously worked at Securities Service Network, Inc. from 2004 to 2020. Eichhorn serves as a board member for the Marine Corps Association and the East Tennessee Veterans Memorial Association, and he is involved in several local nonprofit and community organizations. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Patricia Taylor is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ and Series 65 credentials and bringing 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, with portfolios managed mostly on a discretionary, buy-and-hold basis.

Daniel Maupin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2020. Prior to joining Rather & Kittrell, he worked in real estate with Remax for one year. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and offers model portfolios tailored to client risk profiles.

John Perdue is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation. Outside of advising, he holds power of attorney for a family member and serves as a producer for insurance products including variable universal life. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm uses long-term trading strategies grounded in modern portfolio theory and manages a range of assets including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Chase Kerby is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2018. Prior to joining Rather & Kittrell, he worked at Travelers for five years. He is also a board member of the Shangri-La Therapeutic Academy of Riding, a nonprofit that uses horse therapy to assist individuals with disabilities or those at risk. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

David Goodson is a CFA® charterholder with 22 years of industry experience. He has been with Proffitt & Goodson Inc. in Knoxville, TN since 1986. Outside of his advisory role, he is a partner in Dryad Properties Partnership, a real estate partnership that owns the office building used by his firm. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

Douglas Whitten is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including M Holdings Securities, Inc. and C&J Wealth Advisors. Whitten is also an independent licensed insurance agent in Tennessee, focusing on fixed insurance. LeConte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting, tax services, and insurance into its advisory platform and employs a multi-method analytical investment approach tailored to client objectives.

Richard Gardner is a CFP® with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. Prior to joining TVAMP, he worked at Edward Jones for four years and Home Federal Bank for nine years. He is also involved with Tennessee Valley Asset Management Partners, LLC, an independent investment advisory firm he started in 2023. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as third-party money manager referrals, sub-advisory relationships, and retirement-plan advisory engagements.

Wesley Brown is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with CogentBlue Wealth Advisors since 2019, including its prior formation as WEALTHCARE ADVISORY PARTNERS LLC, and previously worked at Rather & Kittrell, Inc. Outside of financial advising, he is a partner in Origin Offroad, LLC, a vehicle upfitting business. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement, utilizing outside managers and sub-advisors as appropriate.

Amy Walker is a CFP® with three years of industry experience and is currently with Patriot Investment Management Group Inc. She has worked at Patriot Investment Management Group since 2019 and previously at Brogan Financial, Inc. from 2013 to 2019. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

James Brogan is a financial advisor with Brogan Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brogan Financial since 2001. In addition to his advisory role, he is an independent life and health insurance agent operating under Brogan Financial LLC. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management and comprehensive financial planning. The firm manages approximately $533 million in assets across 755 client relationships, employing fundamental securities analysis and offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Benjamin Barnett is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at First Tennessee and FTB Advisors, Inc., as well as work with Concourse Financial Group Securities, Inc. In addition to his advisory work, he is involved in selling insurance products through WMG Financial Services. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, and retirement plans with portfolio management, financial planning, and consulting services. The firm emphasizes long-term trading guided by modern portfolio theory and manages discretionary accounts with a focus on mutual funds, ETFs, fixed income, real estate funds, and closed-end funds/BDCs.

Patrick Clark is a financial advisor at Alliance Wealth Management Partners LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He is also an independent insurance agent for various companies. Alliance Wealth Management Partners LLC is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized portfolios using diversified mutual funds and ETFs, applying fundamental and technical analysis with a generally long-term orientation.

Matthew McDaniel is a CFP® professional with nine years of industry experience. He has worked at Compass Ion Advisors, LLC since 2021 and previously at Vision Financial Consulting and JTEKT Corporation. Outside of his advisory role, he provides tax preparation and planning services through McDaniel Tax Advisory LLC. Compass Ion Advisors, LLC serves individuals and families, including high-net-worth clients, as well as various institutions, offering integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm focuses on strategic asset allocation and long-term holding periods, utilizing a range of investment vehicles and regularly monitoring client portfolios.

Jason Surdyk is a financial advisor at Brogan Financial in Knoxville, TN, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Commonwealth Financial Network and Vector Wealth Strategies, among others. Brogan Financial serves individual clients, high-net-worth individuals, businesses, retirement plans, trusts, estates, and charitable organizations by providing investment advisory, portfolio management, and comprehensive financial planning services. The firm emphasizes fundamental securities analysis and diversified strategies tailored to clients’ objectives and risk profiles.

Tyler Stermetz is a financial advisor at Brogan Financial with a Series 65 designation and one year of industry experience. His prior roles include positions outside the financial industry, such as work at 21st Mortgage Corporation and various local businesses in Knoxville, TN. Brogan Financial serves individual clients, businesses, retirement plans, trusts, estates, and charitable organizations, providing investment advisory, portfolio management, and financial planning services. The firm customizes advice based on client objectives and risk profiles, managing diversified portfolios using fundamental securities analysis and a combination of long- and short-term strategies.

Eric Belew is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Brogan Financial in 2021. Outside of his advisory role, he is involved with Brogan Financial Insurance Planning, focusing on life, long-term care, disability, and fixed annuities. Brogan Financial serves individual clients, including high-net-worth individuals, as well as businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides investment advisory and portfolio management services alongside comprehensive financial planning, using a mix of fundamental securities analysis and diversified strategies tailored to each client’s objectives and risk profile.

Samuel Paganelli is a CFP® and CFA® at Rather & Kittrell, Inc. in Knoxville, TN, with two years of industry experience. Prior to joining Rather & Kittrell in 2021, he worked at the Tennessee Valley Authority for three years and at the University of Tennessee for four years. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory, managing approximately $1.855 billion across discretionary and non-discretionary accounts.